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邦吉（BG）与BRC Inc.（BRCC）财务数据对比。点击上方公司名可切换其他公司
邦吉的季度营收约是BRC Inc.的43.3倍（$4.9B vs $112.7M）。邦吉净利率更高（1.9% vs -2.8%，领先4.8%）。邦吉同比增速更快（22.2% vs 6.5%）。邦吉自由现金流更多（$809.0M vs $-9.4M）。过去两年邦吉的营收复合增速更高（11.3% vs 7.0%）
邦吉（Bunge Global）是全球知名的农业与食品企业，注册地位于瑞士日内瓦，总部设在美国密苏里州圣路易斯市，业务覆盖农产品生产、加工、贸易及食品供应链服务等多个领域，在全球农业产业中拥有较高的市场地位。
BRC Inc.是一家美国高端咖啡与生活方式品牌，主营烘焙咖啡豆、即饮咖啡饮品、品牌服饰及户外装备，核心客群包含退伍军人、急救人员与户外爱好者，在北美地区通过电商及线下实体门店渠道销售产品。
BG vs BRCC — 直观对比
营收规模更大
BG
是对方的43.3倍
$112.7M
营收增速更快
BG
高出15.7%
6.5%
净利率更高
BG
高出4.8%
-2.8%
自由现金流更多
BG
多$818.4M
$-9.4M
两年增速更快
BG
近两年复合增速
7.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $112.7M |
| 净利润 | $95.0M | $-3.2M |
| 毛利率 | 20.7% | 32.1% |
| 营业利润率 | 1.8% | -6.3% |
| 净利率 | 1.9% | -2.8% |
| 营收同比 | 22.2% | 6.5% |
| 净利润同比 | -84.2% | -29.3% |
| 每股收益（稀释后） | $-0.02 | $-0.02 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收BGBRCC
| Q4 25 | $4.9B | $112.7M | ||
| Q3 25 | $4.4B | $100.7M | ||
| Q2 25 | $4.0B | $94.8M | ||
| Q1 25 | $3.7B | $90.0M | ||
| Q4 24 | $4.0B | $105.9M | ||
| Q3 24 | $3.9B | $98.2M | ||
| Q2 24 | $3.7B | $89.0M | ||
| Q1 24 | $3.9B | $98.4M |
净利润BGBRCC
| Q4 25 | $95.0M | $-3.2M | ||
| Q3 25 | $166.0M | $-486.0K | ||
| Q2 25 | $354.0M | $-5.3M | ||
| Q1 25 | $201.0M | $-2.9M | ||
| Q4 24 | $602.0M | $-2.5M | ||
| Q3 24 | $221.0M | $-535.0K | ||
| Q2 24 | $70.0M | $-482.0K | ||
| Q1 24 | $244.0M | $548.0K |
毛利率BGBRCC
| Q4 25 | 20.7% | 32.1% | ||
| Q3 25 | 24.3% | 36.9% | ||
| Q2 25 | 18.4% | 33.9% | ||
| Q1 25 | 16.3% | 36.1% | ||
| Q4 24 | 27.0% | 38.1% | ||
| Q3 24 | 19.9% | 42.1% | ||
| Q2 24 | 17.8% | 41.9% | ||
| Q1 24 | 22.2% | 42.9% |
营业利润率BGBRCC
| Q4 25 | 1.8% | -6.3% | ||
| Q3 25 | 6.2% | 0.5% | ||
| Q2 25 | 12.3% | -13.3% | ||
| Q1 25 | 7.8% | -6.0% | ||
| Q4 24 | 18.3% | -2.1% | ||
| Q3 24 | 8.3% | 1.1% | ||
| Q2 24 | 2.8% | 1.1% | ||
| Q1 24 | 9.4% | 4.0% |
净利率BGBRCC
| Q4 25 | 1.9% | -2.8% | ||
| Q3 25 | 3.8% | -0.5% | ||
| Q2 25 | 8.8% | -5.6% | ||
| Q1 25 | 5.5% | -3.2% | ||
| Q4 24 | 15.0% | -2.3% | ||
| Q3 24 | 5.7% | -0.5% | ||
| Q2 24 | 1.9% | -0.5% | ||
| Q1 24 | 6.2% | 0.6% |
每股收益（稀释后）BGBRCC
| Q4 25 | $-0.02 | $-0.02 | ||
| Q3 25 | $0.84 | $0.00 | ||
| Q2 25 | $2.61 | $-0.07 | ||
| Q1 25 | $1.48 | $-0.04 | ||
| Q4 24 | $4.27 | $-0.03 | ||
| Q3 24 | $1.56 | $-0.01 | ||
| Q2 24 | $0.48 | $-0.01 | ||
| Q1 24 | $1.68 | $0.01 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.0B | $4.3M |
| 总债务越低越好 | $10.2B | $34.7M |
| 股东权益账面价值 | $15.9B | $45.7M |
| 总资产 | $44.5B | $209.2M |
| 负债/权益比越低杠杆越低 | 0.64× | 0.76× |
8季度趋势，按日历期对齐
现金及短期投资BGBRCC
| Q4 25 | $2.0B | $4.3M | ||
| Q3 25 | $3.2B | $9.5M | ||
| Q2 25 | $7.1B | $4.3M | ||
| Q1 25 | $3.9B | $3.9M | ||
| Q4 24 | $3.8B | $6.8M | ||
| Q3 24 | $3.0B | $7.3M | ||
| Q2 24 | $1.3B | $9.6M | ||
| Q1 24 | $3.1B | $4.0M |
总债务BGBRCC
| Q4 25 | $10.2B | $34.7M | ||
| Q3 25 | $11.1B | $35.0M | ||
| Q2 25 | $7.7B | $72.7M | ||
| Q1 25 | $5.4B | $68.8M | ||
| Q4 24 | $5.4B | $65.1M | ||
| Q3 24 | $5.4B | $64.9M | ||
| Q2 24 | $4.1B | $66.5M | ||
| Q1 24 | $4.1B | $61.5M |
股东权益BGBRCC
| Q4 25 | $15.9B | $45.7M | ||
| Q3 25 | $15.8B | $48.0M | ||
| Q2 25 | $10.9B | $10.1M | ||
| Q1 25 | $10.6B | $11.2M | ||
| Q4 24 | $9.9B | $13.2M | ||
| Q3 24 | $10.1B | $14.5M | ||
| Q2 24 | $10.0B | $14.9M | ||
| Q1 24 | $10.6B | $14.6M |
总资产BGBRCC
| Q4 25 | $44.5B | $209.2M | ||
| Q3 25 | $46.3B | $222.4M | ||
| Q2 25 | $31.2B | $225.3M | ||
| Q1 25 | $26.7B | $222.9M | ||
| Q4 24 | $24.9B | $227.4M | ||
| Q3 24 | $25.3B | $233.7M | ||
| Q2 24 | $24.4B | $229.9M | ||
| Q1 24 | $25.8B | $227.2M |
负债/权益比BGBRCC
| Q4 25 | 0.64× | 0.76× | ||
| Q3 25 | 0.71× | 0.73× | ||
| Q2 25 | 0.71× | 7.19× | ||
| Q1 25 | 0.51× | 6.15× | ||
| Q4 24 | 0.54× | 4.94× | ||
| Q3 24 | 0.54× | 4.47× | ||
| Q2 24 | 0.41× | 4.46× | ||
| Q1 24 | 0.39× | 4.21× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $1.3B | $-8.7M |
| 自由现金流经营现金流 - 资本支出 | $809.0M | $-9.4M |
| 自由现金流率自由现金流/营收 | 16.6% | -8.3% |
| 资本支出强度资本支出/营收 | 11.0% | 0.6% |
| 现金转化率经营现金流/净利润 | 14.18× | — |
| 过去12个月自由现金流最近4个季度 | $-879.0M | $-13.5M |
8季度趋势，按日历期对齐
经营现金流BGBRCC
| Q4 25 | $1.3B | $-8.7M | ||
| Q3 25 | $854.0M | $6.4M | ||
| Q2 25 | $-1.1B | $-3.3M | ||
| Q1 25 | $-285.0M | $-4.1M | ||
| Q4 24 | $1.1B | $2.2M | ||
| Q3 24 | $1.3B | $1.9M | ||
| Q2 24 | $-1.5B | $2.3M | ||
| Q1 24 | $994.0M | $4.9M |
自由现金流BGBRCC
| Q4 25 | $809.0M | $-9.4M | ||
| Q3 25 | $385.0M | $5.6M | ||
| Q2 25 | $-1.5B | $-4.3M | ||
| Q1 25 | $-595.0M | $-5.3M | ||
| Q4 24 | $564.0M | $504.0K | ||
| Q3 24 | $973.0M | $-205.0K | ||
| Q2 24 | $-1.8B | $147.0K | ||
| Q1 24 | $758.0M | $2.2M |
自由现金流率BGBRCC
| Q4 25 | 16.6% | -8.3% | ||
| Q3 25 | 8.8% | 5.5% | ||
| Q2 25 | -36.8% | -4.5% | ||
| Q1 25 | -16.2% | -5.9% | ||
| Q4 24 | 14.1% | 0.5% | ||
| Q3 24 | 25.1% | -0.2% | ||
| Q2 24 | -47.4% | 0.2% | ||
| Q1 24 | 19.2% | 2.2% |
资本支出强度BGBRCC
| Q4 25 | 11.0% | 0.6% | ||
| Q3 25 | 10.7% | 0.8% | ||
| Q2 25 | 10.1% | 1.0% | ||
| Q1 25 | 8.5% | 1.3% | ||
| Q4 24 | 12.2% | 1.6% | ||
| Q3 24 | 9.1% | 2.2% | ||
| Q2 24 | 8.0% | 2.4% | ||
| Q1 24 | 6.0% | 2.8% |
现金转化率BGBRCC
| Q4 25 | 14.18× | — | ||
| Q3 25 | 5.14× | — | ||
| Q2 25 | -3.03× | — | ||
| Q1 25 | -1.42× | — | ||
| Q4 24 | 1.75× | — | ||
| Q3 24 | 6.00× | — | ||
| Q2 24 | -21.06× | — | ||
| Q1 24 | 4.07× | 8.97× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
BRCC
| Sales Channel Through Intermediary | $72.9M | 65% |
| Sales Channel Directly To Consumer | $34.4M | 31% |
| Outpost | $5.4M | 5% |
